GRP
BWIN

Global Retirement Partners’s Baldwin Insurance Group BWIN Stock Holding History

Global Retirement Partners’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7K Buy
+64
New +$1.38K ﹤0.01% 4088
2025
Q4 		$2.38K Hold
99
– – ﹤0.01% 3674
2025
Q3 		$2.79K Buy
99
+24
+32% +$833 ﹤0.01% 3193
2025
Q2 		$3.21K Buy
+75
New +$3.04K ﹤0.01% 3069
2024
Q4 		$2.79K Sell
72
-28
-28% -$1.31K ﹤0.01% 2946
2024
Q3 		$4.98K Sell
100
-3,923
-98% -$171K ﹤0.01% 2561
2024
Q2 		$143K Buy
+4,023
New +$124K ﹤0.01% 1026
2023
Q1 		– Sell
-80
Closed -$2.01K – 3357
2022
Q4 		$2.01K Hold
80
– – ﹤0.01% 2363
2022
Q3 		$2K Hold
80
– – ﹤0.01% 2336
2022
Q2 		$2K Hold
80
– – ﹤0.01% 2302
2022
Q1 		$2K Buy
+80
New +$2.31K ﹤0.01% 2269
2021
Q4 		– Sell
-1,123
Closed -$37K – 1876
2021
Q3 		$37K Sell
1,123
-276
-20% -$8.64K ﹤0.01% 959
2021
Q2 		$37K Buy
1,399
+253
+22% +$6.86K ﹤0.01% 980
2021
Q1 		$31K Buy
1,146
+151
+15% +$4.11K ﹤0.01% 968
2020
Q4 		$30K Hold
995
– – ﹤0.01% 907
2020
Q3 		$25K Buy
995
+63
+7% +$1.36K ﹤0.01% 858
2020
Q2 		$16K Buy
+932
New +$11.2K ﹤0.01% 975

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's BWIN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Baldwin Insurance Group (BWIN) in Q2 2026: 64 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #4088 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BWIN as recently as Q4 2025.

Global Retirement Partners first reported a position in BWIN in Q2 2020 and has held it in 17 quarters since. The position peaked at $143K in Q2 2024. 227 funds tracked by Wall St. Rank hold BWIN as of Q2 2026.

  • Global Retirement Partners held 64 shares of Baldwin Insurance Group worth $1.7K as of Q2 2026.
  • Baldwin Insurance Group was a new Global Retirement Partners position in Q2 2026.
  • Baldwin Insurance Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4088 holding.
  • Global Retirement Partners first reported a position in Baldwin Insurance Group in Q2 2020 and has held it in 17 quarters since.
  • Global Retirement Partners's Baldwin Insurance Group position peaked at $143K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.